Disciplined Investing, especially the NAIC way

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Strategies & Market Trends
Disciplined Investing, especially the NAIC way

An SI Board Since February 1999

Posts	SubjectMarks	Bans
469	14	0

Emcee: The Philosopher	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
194	Catching up slowly... I get Merck in the hold range using 25-50-25. My low pri	Mark Marcellus	-	10/8/2001
193	Thanks for the link. Our holding in AZO has done well by us, and I think will c	The Philosopher	-	10/5/2001
192	FWIW, I started to look into AZO when I saw it on your list. Haven't reache	- with a K	-	10/5/2001
191	No I haven't look at Merck, but your question and my interest in using some	- with a K	-	10/3/2001
190	Have you looked at Merck recently? I was doing my regular reviews of my persona	The Philosopher	-	10/2/2001
189	Your club owns more stuff than we do. We tend, I think, to buy larger holdings	The Philosopher	-	10/2/2001
188	Thanks, Christopher, for the tip on 25-50-25 zoning; I made the change. For any	- with a K	-	10/2/2001
187	Excellent discussions. Thanks. I think the reason why a stock in the buy zone	Hank Stamper	-	10/1/2001
186	I have Stock Analyst Plus as well. Not only, as Christopher noted, is the 25-50	Steven Dopp	-	10/1/2001
185	Great comments. I want to take another look at MSFT and KO based on your think	The Philosopher	-	9/29/2001
184	I don't know Stock Analyst Plus. Have never used it. In Toolkit, you just	The Philosopher	-	9/29/2001
183	RE Microsoft: The earnings growth rate comes out to only 7.7% based on the numb	Mark Marcellus	-	9/28/2001
182	Christopher, Thanks for the insight to your club's methodologies. Perhaps	- with a K	-	9/28/2001
181	We have a basic club policy never to use a growth rate over 15%. We will occas	The Philosopher	-	9/28/2001
180	That's one our club has assigned somebody to look at, can't recall who.	The Philosopher	-	9/28/2001
179	FWIW, I tend to limit my high p/e to twice my projected eps growth rate, and a l	Steven Dopp	-	9/28/2001
178	Snippet from the Motley Fool today: "Paychex (Nasdaq: PAYX), our lead cont	- with a K	-	9/28/2001
177	Here a snippet from today's Morningstar.com Technology Bytes: Now Is the Ti	- with a K	-	9/28/2001
176	<i>Call it the Coke of software.</i> Have you checked out Coke rece	The Philosopher	-	9/28/2001
175	FWIW, I just did an SSG on a little company called Microsoft. I get a buy range	Mark Marcellus	-	9/27/2001
174	Thanks. There was an earnings decline in 1998 because of the Medicare reimburse	The Philosopher	-	9/26/2001
173	LNCR snippets from previous posts: I know Lincare. Used to own Lincare. And was	- with a K	-	9/26/2001
172	Why did you get rid of it?	The Philosopher	-	9/26/2001
171	Thanks for the thorough report. I think I mentioned before that I used to own	- with a K	-	9/26/2001
170	I would add in LNCR. Lincare Holdings. Just finished an analysis and SSG today	The Philosopher	-	9/25/2001

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